See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,287 | $183,592-24.1% | $155,567-10.5% | $145,959-4.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,997 | $5,315-43.6% | $4,674-35.9% | $4,661-35.7% |
| Participant deferral / active EE | $21,667 | $6,464+235.2% | $5,628+285.0% | $6,689+223.9% |
| Admin fee / account holder | $68,802 | $19,318+256.2% | $15,916+332.3% | $13,398+413.5% |